HB-01 Rev. 08.24.17

If you have answered NO to any of these questions,you MAY NOT be eligible for the Clergy Exemption.

If you have answered NO to any of these questions, you MAY NOTbe eligible for the Veterans Exemption. However, you may continue

to determine your eligibility for other exemptions.

Please read but do not submit with your application

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Homeowner Tax BenefitsInitial Application Instructions for Tax Year 2018/19

Are you eligible for the Veterans Exemption?

Cooperative Owners: Please confirm with your managing agent if your property is controlled by anyof the following housing developments:✓ Mitchell-Lama ✓ Redevelopment Company✓ Limited-Profit Housing Company ✓ Housing Development Fund Company✓ Limited Dividend Housing CompanyIf your property is controlled by a housing development mentioned above, it is NOT eligible for the Veteran Homeowners Exemption.

Is the property the primary residence of one of the following? n Yes n No• Veteran • Unmarried surviving spouse of a veteran• Parent of a soldier killed in action (Gold Star Parent)

Was the veteran honorably discharged? n Yes n No

Did the veteran serve during any of the following periods? n Yes n No• World War I (April 6, 1917–November 11, 1918)• World War II (December 7, 1941–December 31, 1946)• Korean Conflict (June 27, 1950–January 31, 1955)• Vietnam War (February 28, 1961–May 7, 1975)• Persian Gulf Conflict (August 2, 1990–Present)

PLEASE NOTE: The Persian Gulf Conflict includes, but is not limited to, Operation Enduring Freedom, OperationIraqi Freedom (Iraq invasion in 2003) and Operation New Dawn (Afghanistan), Operation Joint Forge, OperationJoint Endeavor, and Operation Joint Guard.

Are you eligible for the Clergy Exemption?If your property is a cooperative, it is NOT eligible for the Clergy Exemption.

Is your primary residence located in New York State? n Yes n No

Are you one of the following? n Yes n No• Active clergy member, primarily engaged in ministerial work as your principal occupation• Retired clergy member over 70• Unmarried surviving spouse of a clergy member• Clergy member unable to perform such work due to illness or impairment*

HB-01 Rev. 08.24.17

Please read but do not submit with your application

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Important Information

1. Deadline – March 15, 2018:The Homeowner Tax Benefit Application and required documents must be postmarked by March 15, 2018,for benefits to begin on July 1st. If the deadline falls on a weekend or a holiday, the deadline will be the nextbusiness day.

2. Property information:Provide the complete address and the borough, block and lot (BBL) number of the your property for whichyou are seeking tax benefits and the date you purchased the property. The borough, block and lot numbersfor properties can be found on the Department of Finance website at nyc.gov/bbl, on your deed or propertytax bill. Co-op owners can also check with their management agent for the information. Provide the dateyou purchased the property or co-op shares.

Properties owned by trust or life estate: If the property has a life estate, only the individual retaining the life estate can apply. If the property is held

in a trust, only the qualifying beneficiary/trustee can apply. (Veterans Exemption Only)

Properties owned by a business: If your property is owned by a business, it is not eligible for Homeowner Tax Benefits.

3. Primary residence:Your primary residence is your principal and permanent place of residence. You can have only one primaryresidence but may own more than one property. Please provide documents if you were absent from theproperty due to medical reasons or institutionalization.

Percentage Used As Primary Residency (Veterans Exemption Only): If your property contains four or more residential units, indicate the percentage used as your primary residency.

Example: if the property is a four-family dwelling and you reside in one-fourth (1/4) of the property, thepercentage used as primary residency is 25%. Or, if the owners reside in half of the property (2 of the 4units) the percentage used as primary residency is 50%.

4. Owner information:Please complete the entire section for all owners and their spouses. If you are a foreign national, pleaseprovide your Individual Taxpayer Identification Number (ITIN).

5. Transfer of Veterans Exemption: If you received a Veterans Exemption on a property and can show proof that your previous residence wasgranted the exemption, you may be able to transfer the exemption to a new property. Both residences mustbe located in New York State. The application must be received within 30 days of the purchase of the newproperty. To qualify for the following tax year the application must be postmarked on or before March 15th.If the property is granted the exemption it will be prorated.

6. Additional Property Information:If you own an additional property outside of NYC and are no longer receiving benefits, you must submit aletter from the county/state local assessor’s office indicating there are no benefits on your other property. Ifyou or your spouse own additional/multiple properties, please complete the “Additional Property Information”section on pages 3 and 4 of the application.

HB-01 Rev. 08.24.17

Please read but do not submit with your application

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7. Submission of the Homeowner Tax Benefit application: Send the original application and COPIES of the required documentation to:

NYC Department of FinanceP.O. Box 311Maplewood, NJ 07040-0311

Application and all required documentation must be postmarked by March 15, 2018. Keep a copy of yourapplication for your records. You will receive an acknowledgment letter from the Department of Financewhen your application is received.

Required Documention (2018/19)

Proof of Clergy Status

• Verification letter from the house of worship employer on official letterhead.

AND COPIES of one of the following, if applicable:

• Death certificate, if you are an unmarried surviving spouse.

• Physician letter documenting illness or impairment, if the clergy member is unable to perform work for his/herdenomination due to illness or impairment.

• Proof of age, if the clergy member is retired and over 70 years of age.

FOR VETERANS EXEMPTION

FOR CLERGY EXEMPTION

Proof of Veteran Status• COPY of DD214 or its equivalent

• COPY of Separation papers

NOTE: The DD214 (or its equivalent) and/or separation papers are REQUIRED and must be submitted with theapplication.

AND COPIES of one of the following, if applicable:

• Marriage certificate, if a spouse is applying for the exemption based on the military service of the veteran and theveteran is not on the deed.

• Death certificate, if you are an unmarried surviving spouse or Gold Star parent.

• Veterans Administration award letter with service connected disability rating, if the veteran is disabled.

To obtain DD214 and separation papers, contact:

National Personnel Records Center1 Archives DriveSt. Louis, Missouri 63138www.archives.gov/veterans(866) 272-6272

NOTE: Additional documentation may be needed in the following cases:• If the property is a cooperative, please provide a COPY of the stock certificate.• If the property is held in a trust, please submit a COPY of the trust agreement. (FOR VETERANS ONLY)• If the property was willed to an owner, please submit a COPY of last will and testament, probate or court order.

HB-01 Rev. 08.24.17

PLEASE PRINT

1. PROPERTY INFORMATIONBOROUGH BLOCK LOT # OF COOPERATIVE SHARES

STREET ADDRESS APT.

CITY STATE ZIP

TYPE OF PROPERTY

DATE YOU PURCHASED THEPROPERTY (mm/dd/yyyy)

COOPERATIVE/CONDO MANAGEMENT INFORMATION

COMPANY NAME TELEPHONE

NUMBER ( ) –

IS THIS PROPERTY USED EXCLUSIVELY FOR RESIDENTIAL PURPOSES?

IF NO: PROVIDE % USED FOR NON-RESIDENTIAL PURPOSES ___________________________________________________________________________________%

IS THERE A LIFE ESTATE ON THIS PROPERTY?

IS THERE A TRUST ON THIS PROPERTY? (FOR VETERANS ONLY)

WAS THE PROPERTY WILLED TO YOU?

n Condominium unit n 1–3 family dwelling

n Cooperative n 4+ family dwelling DWELLINGS WITH 4 OR MORE UNITS, ENTER % OF SPACE USED FOR PRIMARY RESIDENCE: ____________ %

n Yes n No

n Yes n No

n Yes n No

n Yes n No

Homeowner Tax BenefitsINITIAL APPLICATION FOR TAX YEAR 2018/19

This application and ALL REQUIRED DOCUMENTS must besubmitted and postmarked by March 15, 2018.

Please be sure that ALL HOMEOWNERS sign the Certification section of this application on page 4.

Mail completed application to: New York City Department of Finance, P.O. Box 311, Maplewood, NJ 07040-0311

This application is for the following homeowner property tax benefit programs:

Which exemption(s) are you applying for? (Check all that apply)

n Veterans n Clergy

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If you need help or have any questions about this application,visitnyc.gov/contactpropexemptions, or call 311.

If you do not send in ALL REQUIRED DOCUMENTS by this deadline,there will be a delay in the processing of your application.

HB-01 Rev. 08.24.17

If there are more than two owners, please complete the Additional Owners section on corresponding page

Homeowner Tax Benefits INITIAL APPLICATION — 2018/19

2. OWNER(S) INFORMATION

Owner 1

2

NAME (FIRST, LAST)

DATE OF BIRTH (mm/dd/yyyy) SOCIAL SECURITY / ITIN NUMBER

STREET ADDRESS APT.

CITY STATE ZIP

TELEPHONENUMBER ( ) –

CELL PHONENUMBER ( ) –

EMAIL ADDRESS IS THIS THE PRIMARY RESIDENCE OF OWNER 1?

n Yes n No

For Proof of Veteran Status

• COPY of DD214 or its equivalent

• COPY of Separation papers

NOTE: The DD214 (or its equivalent) and/or separation papers is REQUIRED and must be submitted with the application.

AND COPIES of one of the following, if applicable:

• Marriage certificate, if a spouse is applying for the exemption based on the military service of the veteran and the veteran is

not on the deed.

• Death certificate, if you are an unmarried surviving spouse or Gold Star parent.

Veterans Administration award letter with service connected disability rating, if the veteran is disabled

• For a life estate, provide owner info for life estate holder and spouse.

• For a trust, provide owner information for qualifying beneficiary/trustee and submit copy of entire Trust Agreement

• If the property is a cooperative, please provide a copy of the stock certificate

• If the property was willed to an owner, please submit a copy of last will and testament, probate or court order.

• For owner receiving medical care in a health care facility, submit documentation from health care facility.

For proof of clergy status:

• Verification letter from the house of worship employer on official letterhead.

AND COPIES of one of the following, if applicable:

• Death certificate, if you are an un-remarried surviving spouse.

• Physician letter documenting illness or impairment, if the clergy member is unable to perform work for his/her denomination

due to illness or impairment.

• Proof of age, if the clergy member is retired and over 70 years of age.

• If the property was willed to an owner, please submit a COPY of last will and testament, probate or court order.

If you are a clery member engaged in secular employment, indicate the time devoted to:

____________secular employment _______________________ religious duties

HB-01 Rev. 08.24.17

Homeowner Tax Benefits INITIAL APPLICATION — 2018/19

Complete the following for each additional property. If the property is in NYC, please provide the Borough/Block/Lot Number.

Additional property 1:

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Owner 2:

NAME (FIRST, LAST)

DATE OF BIRTH (mm/dd/yyyy) SOCIAL SECURITY / ITIN NUMBER

STREET ADDRESS APT.

CITY STATE ZIP

TELEPHONENUMBER ( ) –

CELL PHONENUMBER ( ) –

EMAIL ADDRESS IS THIS THE PRIMARY RESIDENCE OF OWNER 2?

n Yes n No

BOROUGH BLOCK LOT OR PARCEL ID

OWNER(S) NAME

STREET ADDRESS APT

CITY STATE ZIP

EXEMPTIONS RECEIVED

n Basic STAR/Enhanced STAR n Senior n Disabled n Veterans n Other:

Was the property recently sold? If yes, provide sale date (mm/dd/yyyy) _______________________________

CLERGY ONLY:

If this property receives a Clergy Exemption, indicate the amount of clergy exemption received _______________________________$

n Yes n No

2. OWNER(S) INFORMATION (CONTINUED)

3. ADDITIONAL PROPERTIES OWNED (IF ANY)

The Federal Privacy Act of 1974, as amended, requires agencies requesting Social Security Numbers to inform individuals from whom they seek this information as to whether compliance with the requestis voluntary or mandatory, why the request is being made and how the information will be used. The disclosure of Social Security Numbers for applicants and income-earning occupants is mandatory andis required by section 11-102.1 of the Administrative Code of the City of New York. Such numbers disclosed on any reports or returns are requested for tax administration purposes and will be used to facilitatethe processing of reports and to establish and maintain a uniform system for identifying taxpayers who are or may be subject to taxes administered and collected by the Department of Finance. Such numbersmay also be disclosed as part of information contained in the taxpayer’s return to another department, person, agency or entity as may be required by law, or if the applicant or income-earning occupantsgive written authorization to the Department of Finance.

ARE OWNERS 1 AND 2MARRIED TO EACH OTHER? n Yes n No

HB-01 Rev. 08.24.17

4. CERTIFICATION

Please read carefully and sign the certification below. Your application is not complete if you do not sign.

I certify that all statements made on this application are true and correct to the best of my knowledge and that I havemade no willful false statements of material fact. I understand that this information is subject to audit and should theDepartment of Finance determine that I made false statements, I may lose my future exemptions and be responsiblefor all applicable taxes due, accrued interest, and the maximum penalty allowable by law.

All owners must sign and date this application, regardless of where they reside.

If due to a disability you need an accommodation in order to applyfor and receive a service, or to participate in a program offered bythe Department of Finance, please contact the Disability Service

Facilitator at nyc.gov/contactdofeeo or by calling 311.

PRINT NAME OF OWNER 1 SIGNATURE OF OWNER 1 DATE OF APPLICATION

PRINT NAME OF OWNER 2 SIGNATURE OF OWNER 2 DATE OF APPLICATION

PRINT NAME OF OWNER 3 SIGNATURE OF OWNER 3 DATE OF APPLICATION

PRINT NAME OF OWNER 4 SIGNATURE OF OWNER 4 DATE OF APPLICATION

Homeowner Tax Benefits INITIAL APPLICATION — 2018/19

3. ADDITIONAL PROPERTIES OWNED (IF ANY) (CONTINUED)

Additional property 2:

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BOROUGH BLOCK LOT OR PARCEL ID

OWNER(S) NAME

STREET ADDRESS APT

CITY STATE ZIP

EXEMPTIONS RECEIVED

n Basic STAR/Enhanced STAR n Senior n Disabled n Veterans n Other:

Was the property recently sold? If yes, provide sale date (mm/dd/yyyy) _______________________________

CLERGY ONLY:

If this property receives a Clergy Exemption, indicate the amount of clergy exemption received _______________________________$

n Yes n No

HB-01 Rev. 08.24.17

6. ADDITIONAL OWNER(S) (CONTINUED FROM SECTION 2)

Did you...

n Check over the application to make sure all questions have been answered?

n Include copies of all required documentation?

n Sign and date the application?

n Keep a copy of the completed application for your records?

If you have any questions, please contact us at us at nyc.gov/contactpropexemptions, or call 311.Application and all required documentation must be postmarked by March 15, 2018.BY MAIL:New York City Department of FinanceP.O. Box 311Maplewood, NJ 07040-0311

When your application is received, the Department of Finance will send you an acknowledgment as a receipt.

Homeowner Tax Benefits INITIAL APPLICATION — 2018/19

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Owner 3:

Owner 4:

NAME (FIRST, LAST)

DATE OF BIRTH (mm/dd/yyyy) SOCIAL SECURITY / ITIN NUMBER

STREET ADDRESS APT.

CITY STATE ZIP

TELEPHONENUMBER ( ) –

CELL PHONENUMBER ( ) –

EMAIL ADDRESS IS THIS THE PRIMARY RESIDENCE OF OWNER 3?

n Yes n No

RELATIONSHIP TO OWNERS 1 AND 2

NAME (FIRST, LAST)

DATE OF BIRTH (mm/dd/yyyy) SOCIAL SECURITY / ITIN NUMBER

STREET ADDRESS APT.

CITY STATE ZIP

TELEPHONENUMBER ( ) –

CELL PHONENUMBER ( ) –

EMAIL ADDRESS IS THIS THE PRIMARY RESIDENCE OF OWNER 4?

n Yes n No

RELATIONSHIP TO OWNERS 1 AND 2